Goldman Sachs sees Amazon positioned for outperformance, raises price target — Positive

AMZN   Proactive Investors — August 08, 2025

Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) analysts have raised their 12-month price target for Amazon.com Inc (NASDAQ:AMZN) shares to $240 from $220, reiterating a ‘Buy' rating on the eCommerce giant and emphasizing a constructive multi-year outlook across the company's core businesses. The upward revision follows Amazon's second quarter earnings report, which largely exceeded expectations and reinforced analyst confidence in the company's positioning across eCommerce, cloud, and advertising.

image for news Goldman Sachs sees Amazon positioned for outperformance, raises price target

Owlet, Inc.(OWLT) Q2 2025 Earnings Call Transcript — Neutral

OWLT   Seeking Alpha — August 08, 2025

Owlet, Inc.(NYSE:OWLT ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Amanda Twede Crawford - Chief Financial Officer Jay Gentzkow - Vice President of Investor Relations Jonathan Harris - President Kurt Workman - Co-Founder, CEO & Director Conference Call Participants Alex Joseph Fuhrman - Lucid Capital Markets, LLC, Research Division Benjamin Charles Haynor - Lake Street Capital Markets, LLC, Research Division Boris Peaker - Unidentified Company Charles Rhyee - TD Cowen, Research Division Owen Ray Rickert - Northland Capital Markets, Research Division Operator Good afternoon. Thank you for attending today's Owlet Q2 '25 Earnings Conference …

image for news Owlet, Inc.(OWLT) Q2 2025 Earnings Call Transcript

Should Cisco Stock Be in Your Portfolio Pre-Q4 Earnings? — Positive

CSCO   Zacks Investment Research — August 08, 2025

CSCO' fourth-quarter fiscal 2025 performance is likely to reflect improving demand in the networking domain and strong growth in the Security business.

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Docebo Inc. (DCBO) Surpasses Q2 Earnings and Revenue Estimates — Positive

DCBO   Zacks Investment Research — August 08, 2025

Docebo Inc. (DCBO) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.26 per share a year ago.

image for news Docebo Inc. (DCBO) Surpasses Q2 Earnings and Revenue Estimates

OneStream, Inc. (OS) Q2 2025 Earnings Call Transcript — Neutral

OS   Seeking Alpha — August 08, 2025

OneStream, Inc. (NASDAQ:OS ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Anne M. Leschin - Vice President of Investor Relations & Strategic Finance Thomas Shea - Co-Founder, Chairman, CEO & President William A.

image for news OneStream, Inc. (OS) Q2 2025 Earnings Call Transcript

Gen Digital Q1 Earnings Surpass Expectations, Revenues Rise Y/Y — Positive

GEN   Zacks Investment Research — August 08, 2025

GEN posts strong Q1 earnings and revenue growth as AI-driven cyber threats boost demand for its safety solutions.

image for news Gen Digital Q1 Earnings Surpass Expectations, Revenues Rise Y/Y

Sea Limited Gears Up to Report Q2 Earnings: What's in Store? — Neutral

SE   Zacks Investment Research — August 08, 2025

Margin pressure from competition and higher shipping costs are likely to have hurt SE's Q2 performance, yet Shopee's GMV and ad growth are likely to have aided.

image for news Sea Limited Gears Up to Report Q2 Earnings: What's in Store?

Can NextEra Energy Grow Through Transmission & Distribution Expansion? — Positive

NEE   Zacks Investment Research — August 08, 2025

NEE's vast T&D network powers renewable growth, driving steady earnings gains and assisting it in serving demand from an expanding customer base.

image for news Can NextEra Energy Grow Through Transmission & Distribution Expansion?

Wheaton Precious Metals Corp. (WPM) Q2 2025 Earnings Call Transcript — Neutral

WPM   Seeking Alpha — August 08, 2025

Wheaton Precious Metals Corp. (NYSE:WPM ) Q2 2025 Earnings Conference Call August 8, 2025 11:00 AM ET Company Participants Emma Murray - Vice President of Investor Relations G. Wesley Carson - Vice President of Operations Haytham Henry Hodaly - President Randy V.

image for news Wheaton Precious Metals Corp. (WPM) Q2 2025 Earnings Call Transcript

When Lip-Bu Tan was brought in to revive Intel Corp. back in March, he had at least one thing working in his favor: A presidential administration seemingly determined to support the last bastion of leading-edge U.S. chip making.

image for news Trump's clash with Intel CEO isn't just politics — it's a test for U.S. chip making

Jamf Holding Corp. (JAMF) Q2 2025 Earnings Call Transcript — Neutral

JAMF   Seeking Alpha — August 08, 2025

Jamf Holding Corp. (NASDAQ:JAMF ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants David M. Rudow - Chief Financial Officer Jennifer Gaumond - Investor Relations Officer John R.

image for news Jamf Holding Corp. (JAMF) Q2 2025 Earnings Call Transcript

Longeveron Announces Up To $17.5 Million Public Offering — Neutral

LGVN   GlobeNewsWire — August 08, 2025

MIAMI, Aug. 08, 2025 (GLOBE NEWSWIRE) -- Longeveron Inc. (NASDAQ: LGVN) (“Longeveron” or “Company”), a clinical stage regenerative medicine biotechnology company developing cellular therapies for life-threatening, rare pediatric and chronic aging-related conditions, today announced the pricing of a public offering of 5,882,354 of the Company's Class A common stock (or pre-funded warrants in lieu thereof), together with short-term warrants to purchase up to 14,705,885 shares of Class A common stock at a combined public offering price of $0.85 per share of Class A common stock (or pre-funded warrant in lieu thereof) and accompanying short-term warrants. The short-term warrants will have …

image for news Longeveron Announces Up To $17.5 Million Public Offering

Atmus Filtration Technologies Inc. (ATMU) Q2 2025 Earnings Call Transcript — Neutral

ATMU   Seeking Alpha — August 08, 2025

Atmus Filtration Technologies Inc. (NYSE:ATMU ) Q2 2025 Earnings Conference Call August 8, 2025 11:00 AM ET Company Participants Jack M. Kienzler - SVP, CFO & Chief Accounting Officer Stephanie Juanita Disher - CEO, President & Director Todd Chirillo - Executive Director of Investor Relations Conference Call Participants David Emerson Ridley-Lane - BofA Securities, Research Division Joseph John O'Dea - Wells Fargo Securities, LLC, Research Division Robert Brooks - Northland Capital Markets, Research Division Robert W.

image for news Atmus Filtration Technologies Inc. (ATMU) Q2 2025 Earnings Call Transcript

Apple's 'BlackBerry Moment' — Negative

AAPL   Business Insider — August 08, 2025

Apple risks a 'BlackBerry Moment' if it doesn't embrace AI, a usually bullish analyst warns. BlackBerry's decline was due to its failure to pivot fast when a new tech wave arrived.

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Twilio: Full Steam Ahead In Q2, Buy The Dip — Positive

TWLO   Seeking Alpha — August 08, 2025

With the S&P 500 at highs, I recommend rotating into undervalued small/mid-cap stocks like Twilio for better risk/reward. Twilio's strong Q2 results, improved organic growth, and raised guidance make its post-earnings dip a buying opportunity. Valuation is attractive: Twilio trades at just ~14x forward FCF, with recurring revenue and improving fundamentals.

image for news Twilio: Full Steam Ahead In Q2, Buy The Dip

Investment Income: A Quiet Growth Driver for Progressive? — Positive

PGR   Zacks Investment Research — August 08, 2025

Progressive's $80.3B portfolio, driven by fixed-income gains, quietly powers earnings alongside strong underwriting results.

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Stereotaxis, Inc. (STXS) Q2 2025 Earnings Call Transcript — Neutral

STXS   Seeking Alpha — August 08, 2025

Stereotaxis, Inc. (NYSE:STXS ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants David Leo Fischel - CEO & Chairman Kimberly R. Peery - Chief Financial Officer Conference Call Participants Adam Carl Maeder - Piper Sandler & Co., Research Division Frank James Takkinen - Lake Street Capital Markets, LLC, Research Division Operator Good afternoon.

image for news Stereotaxis, Inc. (STXS) Q2 2025 Earnings Call Transcript

EOG Resources, Inc. (EOG) Q2 2025 Earnings Call Transcript — Neutral

EOG   Seeking Alpha — August 08, 2025

EOG Resources, Inc. (NYSE:EOG ) Q2 2025 Earnings Conference Call August 8, 2025 10:00 AM ET Company Participants Ann D. Janssen - Executive VP & CFO Ezra Y.

image for news EOG Resources, Inc. (EOG) Q2 2025 Earnings Call Transcript

GoodRx Holdings, Inc. (GDRX) Q2 2025 Earnings Call Transcript — Neutral

GDRX   Seeking Alpha — August 08, 2025

GoodRx Holdings, Inc. (NASDAQ:GDRX ) Q2 2025 Earnings Call August 7, 2025 8:00 AM ET Company Participants Aubrey Reynolds - Director of Investor Relations Christopher A. McGinnis - CFO & Treasurer Wendy Barnes - President, CEO & Director Conference Call Participants Charles Rhyee - TD Cowen, Research Division Daniel R.

image for news GoodRx Holdings, Inc. (GDRX) Q2 2025 Earnings Call Transcript

Randy Smallwood, Wheaton Precious Metals CEO, joins CNBC's 'Money Movers' to discuss the company's most recent quarter, how gold tariffs could impact the company, and much more.

image for news Wheaton Precious Metals CEO on potential gold tariffs: Will create price differentiation in markets